Industry Revenues:

• Automotive Industry: approx. 80%
• Aerospace: approx. 15%
• Industrial Applications: approx. 5%

TOP 3 Markets:

• USA: approx. 30%
• Europe: approx. 25%
• China: approx. 20%

Garrett Motion Inc. generates the majority of its revenues from the automotive industry, particularly through the production of turbochargers and other vehicle components. Aerospace and industrial applications also contribute to the income, but to a lesser extent.

The USA, Europe, and China are the key markets for Garrett Motion. These regions are leaders in automotive production and demand, which explains the strong revenue shares. The market shares reflect the strategic importance of these regions for the company.

Production sites of Garrett Motion Inc.:

Garrett Motion Inc. operates production facilities in several countries worldwide. The key locations include:

• Romania: One of the main production sites, known for manufacturing turbochargers.
• China: An important location for serving the Asian market.
• Mexico: Produces for the North and South American markets.
• France: Traditionally a significant site for research and development.

Garrett Motion Inc. is a leading provider of turbochargers and other propulsion technologies. The strategic placement of production sites enables the company to efficiently respond to demand in various global markets.

Revenue Growth: Estimated at 8-10% annually (2025 forecast)
R&D Investments: Increased to approximately 5% of revenue (2025 forecast)

Garrett Motion Inc. pursues a growth strategy that heavily relies on innovation and technological advancement. The company is increasing its investment in research and development to expand its product range in the field of turbochargers and electrified propulsion systems. These investments aim to enhance the efficiency and performance of their products and integrate new technologies that meet the requirements of the automotive industry.

Another focus is on expanding into emerging markets, particularly in regions with growing demand for advanced vehicle technologies. Garrett Motion plans to enhance its presence in Asia and other growth markets to capitalize on the increasing demand for low-emission and fuel-efficient vehicles.

Additionally, the company is leveraging strategic partnerships and collaborations with automakers and technology firms to strengthen its market position and gain access to new technologies and markets. This strategy is intended to help Garrett Motion remain competitive in a rapidly changing market environment.

Main raw materials: Nickel, Aluminum, Steel

Countries of origin:

• Nickel: Indonesia, Philippines
• Aluminum: China, Russia
• Steel: China, India

Garrett Motion Inc., a leading provider of turbochargers and other automotive components, heavily relies on the import of raw materials to manufacture its products. Nickel is mainly sourced from Indonesia and the Philippines, as these countries are among the largest producers worldwide. Aluminum is often imported from China and Russia, as these countries are significant exporters of this metal. Steel, another essential raw material for production, is predominantly imported from China and India, both of which have strong steel industries.

This import strategy enables Garrett Motion to benefit from global supply chains and optimize production costs. However, dependence on international markets can also pose risks, especially during times of geopolitical tensions or trade restrictions.

Market Share: 12% (estimated, 2025)
Research & Development (R&D) Expenses: $150 million (2024)
EBITDA Margin: 18% (2024)

Garrett Motion Inc. has a significant competitive advantage due to its strong position in the market for turbochargers and other automotive components. With an estimated market share of 12% in 2025, the company is among the leading providers in its industry.

Another important factor is the continuous investment in research and development. With R&D expenses of $150 million in 2024, Garrett Motion demonstrates its commitment to innovation and technological advancement, which is crucial for maintaining and expanding its competitive edge.

Additionally, the company has a solid EBITDA margin of 18%, indicating efficient operations and strong cost control. This financial stability enables Garrett Motion to invest in new technologies and compete against rivals.

Institutional Investor Share: 85% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in Garrett Motion Inc. is estimated to be around 85%. This suggests that a large portion of the shares are held by major investment funds, pension funds, and other institutional investors. Such investors often have a long-term investment horizon and can bring stability to the shareholder structure.

In 2025, no significant insider buys or sells were reported. This may indicate that the management and other insiders have confidence in the current company strategy and future direction. However, it is important to monitor such transactions regularly as they can provide valuable insights into management's assessments.

Market share of Garrett Motion Inc.: 12% (2025, estimated)

Top competitors and their market shares:

1. BorgWarner Inc.: 20%
2. Continental AG: 18%
3. Honeywell International Inc.: 15%
4. Mitsubishi Heavy Industries: 14%
5. Garrett Motion Inc.: 12%
6. IHI Corporation: 10%
7. Cummins Inc.: 8%
8. Valeo SA: 3%

Moat of Garrett Motion Inc.:

Garrett Motion Inc. has a moderate moat, primarily based on technological innovation and specialized product offerings in the field of turbocharger technology. The company benefits from long-standing relationships with automotive manufacturers and a strong focus on research and development to continuously improve its products.

However, compared to its competitors, Garrett Motion has a less pronounced moat than BorgWarner and Continental, which have a broader product range and larger financial resources. These companies can achieve a stronger competitive advantage through economies of scale and more extensive networks.

Overall, Garrett Motion has a significant, but not insurmountable, advantage in its niche, while larger competitors have a stronger moat due to their diversification and market presence.

Revenue Growth: 8% (2024)

Profit Growth: 10% (2024)

Market Share in Turbocharger Segment: 20% (2024)

Garrett Motion Inc. recorded a revenue growth of 8% in 2024, driven by strong demand for its turbocharger products. The company also achieved a profit growth of 10%, indicating efficiency improvements and cost reduction measures.

Garrett Motion's market share in the turbocharger segment is approximately 20%, making the company a significant player in this sector. This position enables Garrett to benefit from the increasing demand for energy-efficient vehicles.

The long-term growth prospects for Garrett Motion are positive, especially due to the growing electrification and hybridization of vehicles, which continue to create demand for advanced turbocharger technologies. However, investors should also consider the risks associated with the automotive industry, such as economic downturns or regulatory changes.

Dividend payment: No dividend (2025)

Garrett Motion Inc. currently does not pay a dividend to its shareholders. The company has not made regular dividend payments in the past as it focuses on reinvesting profits into the business to drive growth and innovation.

The reliability of a dividend payment is therefore not guaranteed as Garrett Motion Inc. does not follow a dividend policy. Investors aiming for dividend yields should consider other companies that pay dividends regularly.